ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $9,549 | +6.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | -8.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | +9.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | -50.0% | 150 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | +120.0% | 300 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -82.1% | 150 | -83.3% | 0.00% | -85.7% |
| Q1 2020 | $56,000 | -24.3% | 900 | -9.7% | 0.01% | -12.5% |
| Q4 2019 | $74,000 | +1.4% | 997 | +0.6% | 0.01% | -11.1% |
| Q3 2019 | $73,000 | -70.1% | 991 | -70.5% | 0.01% | -69.0% |
| Q2 2019 | $244,000 | +15.1% | 3,358 | +13.9% | 0.03% | +16.0% |
| Q1 2019 | $212,000 | -2.3% | 2,948 | -9.6% | 0.02% | -10.7% |
| Q4 2018 | $217,000 | +53.9% | 3,260 | +68.4% | 0.03% | +64.7% |
| Q3 2018 | $141,000 | +43.9% | 1,936 | +40.6% | 0.02% | +41.7% |
| Q2 2018 | $98,000 | +96.0% | 1,377 | +104.0% | 0.01% | +100.0% |
| Q1 2018 | $50,000 | -3.8% | 675 | -4.5% | 0.01% | 0.0% |
| Q4 2017 | $52,000 | +10.6% | 707 | +6.5% | 0.01% | 0.0% |
| Q3 2017 | $47,000 | +327.3% | 664 | +315.0% | 0.01% | +500.0% |
| Q2 2017 | $11,000 | -35.3% | 160 | -36.8% | 0.00% | -50.0% |
| Q1 2017 | $17,000 | -87.0% | 253 | -88.1% | 0.00% | -90.0% |
| Q4 2016 | $131,000 | +385.2% | 2,132 | +430.3% | 0.02% | +400.0% |
| Q3 2016 | $27,000 | – | 402 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 816,500 | $59,613,000 | 30.48% |
| O'Brien Wealth Partners LLC | 728,769 | $54,038,000 | 17.90% |
| Financial Advisors, LLC | 484,535 | $35,366,000 | 14.11% |
| Burt Wealth Advisors | 488,964 | $35,690,000 | 13.15% |
| Peterson Wealth Advisors, LLC | 363,847 | $26,557,000 | 10.81% |
| Personal Wealth Partners | 257,321 | $18,782,000 | 8.48% |
| Verde Capital Management | 240,159 | $17,531,000 | 7.72% |
| Monterey Private Wealth, Inc. | 181,967 | $13,602,000 | 7.49% |
| JANICZEK WEALTH MANAGEMENT, LLC | 231,002 | $16,861,000 | 6.72% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 192,545 | $14,054,000 | 6.52% |